Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
Sep. 24, 2025 12:55 AM ETMicron Technology, Inc. (MU) Stock, MU:CA StockAI-Generated Earnings Calls Insights
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Earnings Call Insights: Micron Technology, Inc. (MU) Q4 2025
Management View
CEO Sanjay Mehrotra highlighted a strong finish to fiscal 2025, stating, “Micron had an outstanding finish to fiscal 2025, delivering fiscal Q4 revenue, gross margin and EPS all above the high end of
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Quick Insights
Micron is benefiting from robust AI-driven demand, especially for HBM and DRAM, ensuring strong pricing and profitability while maintaining industry leadership.
Gross margin expansion is attributed to tighter DRAM supply, product mix (more DRAM), higher pricing, and continued cost execution.
Improvements appear sustainable due to tight DRAM supply, strong AI demand, disciplined execution, and ongoing investments despite some risks from tariffs and capacity constraints.
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